Added to YB: 2025-12-01
Pitch date: 2025-11-27
TPL [neutral]
Texas Pacific Land Corporation
-2.87%
current return
Author Info
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Company Info
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses.
Market Cap
$20.8B
Pitch Price
$863.40
Price Target
608.00 (-28%)
Dividend
0.71%
EV/EBITDA
31.47
P/E
43.68
EV/Sales
26.23
Sector
Oil, Gas and Consumable Fuels
Category
N/A
Texas Pacific Land: A Business That Practically Prints Money
TPL (overvalued): Oil/gas royalty & surface rights owner in Permian Basin w/ 87% EBITDA margin, 65% FCF margin, 114% avg ROIC, debt-free. 10% expected growth despite maturity. Risks: oil price sensitivity, regulatory changes. Fair value $608 vs current price suggests 43% overvaluation.
Read full article (13 min)